UVSP · UNIVEST FINANCIAL Corp · Shareholders & Ownership

$40.74 -0.11 (-0.27%) At close · Nov 12 Play latest call Q1 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$1.11B

27.14M

Volume · Nov 12 152.76K Avg daily vol (3M) 216.53K

Every disclosed holder of UVSP in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns UVSP

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	231	22,629,772	83.37%	Yes
Insiders (Forms 3, 4, 5)	16	442,942	1.63%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,071,182	15.00%	Rest
Registered funds (N-PORT, not summed)	239	9,940,372	36.62%	No

Shares outstanding: 27,143,896, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of UVSP

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,417,251	12.59%	+306,159	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	774,251	2.85%	+65,528	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	273,519	1.01%	+29,962	Jun 30, 2026	iShares Trust, not summed
1.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	194,172	0.72%	+27,606	Aug 31, 2026	BlackRock Funds, not summed
1.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	95,441	0.35%	+24,568	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	52,631	0.19%	+7,231	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,898,899	7.00%	+2,229	Sep 30, 2026
2.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	415,476	1.53%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	331,684	1.22%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	187,437	0.69%	-440	Jul 31, 2026	Dimensional ETF Trust, not summed
2.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	155,860	0.57%	+1,445	Jul 31, 2026	Dimensional ETF Trust, not summed
2.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	124,498	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3	FMR LLC 13F CIK 315066 · Holding company · Sep 30, 2026	1,520,395	5.60%	-50,130	Sep 30, 2026
3.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	307,246	1.13%	+29,372	Jul 31, 2026	Fidelity Salem Street Trust, not summed
3.2	Select Banking Portfolio Fund S000007475 · Registered fund · Aug 31, 2026 Fidelity Select Portfolios, not summed	252,659	0.93%	+11,100	Aug 31, 2026	Fidelity Select Portfolios, not summed
3.3	Fidelity Series Small Cap Core Fund Fund S000077859 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	243,308	0.90%	0	Jul 31, 2026	Fidelity Concord Street Trust, not summed
3.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	133,359	0.49%	-15,367	Aug 31, 2026	Fidelity Concord Street Trust, not summed
3.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	107,860	0.40%	-1,700	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,187,660	4.38%	-29,683	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Sep 30, 2026	1,006,876	3.71%	+14,891	Sep 30, 2026
5.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	248,686	0.92%	+45,841	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	20,560	0.08%	-1,962	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	9,840	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	711	0.00%	+48	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
5.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	218	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Sep 30, 2026	966,600	3.56%	+120,318	Sep 30, 2026
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	885,494	3.26%	+61,839	Sep 30, 2026
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	839,721	3.09%	-31,470	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	797,061	2.94%	+113,608	Aug 31, 2026	American Century ETF Trust, not summed
10	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	764,026	2.81%	-331,529	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Small Cap Core Fund Fund S000043450 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	469,686	1.73%	-294,944	Jul 31, 2026	John Hancock Investment Trust, not summed
11	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Sep 30, 2026	508,266	1.87%	-326,362	Sep 30, 2026
11.1	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · Aug 31, 2026 Advisors Series Trust, not summed	35,293	0.13%	-1,302	Aug 31, 2026	Advisors Series Trust, not summed
12	UNIVEST FINANCIAL Corp 13F CIK 102212 · Bank · Sep 30, 2026	484,989	1.79%	-18,444	Sep 30, 2026
13	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Sep 30, 2026	481,995	1.78%	-33,794	Sep 30, 2026
14	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	435,006	1.60%	+84,068	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	12,927	0.05%	0	Jun 30, 2026	AQR Funds, not summed
15	Boston Partners 13F CIK 1386060 · Registered investment adviser · Sep 30, 2026	425,680	1.57%	+425,680	Sep 30, 2026
16	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	424,252	1.56%	+104,449	Jun 30, 2026	carried, not yet filed for the newest quarter
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	351,281	1.29%	+4,388	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	320,009	1.18%	+2,258	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	317,908	1.17%	+39,417	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	307,272	1.13%	+10,454	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	31,208	0.12%	0	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	14,289	0.05%	+983	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,601	0.02%	+222	Jul 31, 2026	FlexShares Trust, not summed
20.4	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,328	0.01%	-144	Jun 30, 2026	Northern Funds, not summed
21	Leeward Investments, LLC - MA 13F CIK 1923173 · Registered investment adviser · Sep 30, 2026	303,841	1.12%	-17,597	Sep 30, 2026
22	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Sep 30, 2026	295,785	1.09%	+5,380	Sep 30, 2026
22.1	SEI Select Small Cap ETF Fund S000085976 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	26,118	0.10%	-6,405	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
22.2	SIIT SMALL CAP II FUND Fund S000036633 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	23,898	0.09%	+7,584	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
22.3	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	23,660	0.09%	—	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
22.4	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	5,487	0.02%	-265	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
22.5	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · Aug 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	4,715	0.02%	0	Aug 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	281,615	1.04%	-77,095	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	14,897	0.05%	-1,567	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
23.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	5,437	0.02%	+412	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
24	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	267,169	0.98%	-33,570	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	71,570	0.26%	-5,900	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	250,739	0.92%	-1,370	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	230	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
26	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	239,352	0.88%	+8,451	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	100,137	0.37%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	236,309	0.87%	+2,615	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	131,264	0.48%	-6,075	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	68,550	0.25%	+7,350	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	19,154	0.07%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	16,289	0.06%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	206,866	0.76%	-18,987	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Sep 30, 2026	196,874	0.73%	-76,041	Sep 30, 2026
29.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	95,480	0.35%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
29.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	89,901	0.33%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
29.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	37,249	0.14%	+1,673	Jul 31, 2026	TIAA-CREF Funds, not summed
29.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	22,487	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
29.5	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	1,969	0.01%	—	Jun 30, 2026	TIAA-CREF Life Funds, not summed
30	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	187,196	0.69%	-11,401	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	183,258	0.68%	+743	Jun 30, 2026	carried, not yet filed for the newest quarter
32	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	161,380	0.59%	+16,968	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
33	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Sep 30, 2026	159,845	0.59%	+2,506	Sep 30, 2026
34	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	145,915	0.54%	-40,771	Jun 30, 2026	carried, not yet filed for the newest quarter
35	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	141,028	0.52%	+41,873	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	139,215	0.51%	+8,451	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	139,215	0.51%	+8,451	Jun 30, 2026	EA Series Trust, not summed
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	138,999	0.51%	-1,197	Sep 30, 2026
38	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,540	0.50%	+41,234	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	131,806	0.49%	+66,013	Jun 30, 2026	carried, not yet filed for the newest quarter
40	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	128,460	0.47%	+11,540	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	124,683	0.46%	+15,978	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	114,449	0.42%	-90,525	Jun 30, 2026	carried, not yet filed for the newest quarter
43	SCHWEITZER JEFFREY M Insider CIK 1415199 · Jun 8, 2026 Director, Chairman, President & CEO, issuer-wide	110,614	0.41%	+1	Jun 8, 2026	Director, Chairman, President & CEO, issuer-wide
44	Creative Planning 13F CIK 1540235 · Registered investment adviser · Sep 30, 2026	98,732	0.36%	+12,910	Sep 30, 2026
45	Small Cap Core Trust Fund S000008313 · Registered fund · Jun 30, 2026 John Hancock Variable Insurance Trust, not summed	98,548	0.36%	-33,377	Jun 30, 2026	John Hancock Variable Insurance Trust, not summed
46	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	96,361	0.36%	+37,347	Jun 30, 2026	carried, not yet filed for the newest quarter
47	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Sep 30, 2026	92,335	0.34%	+2,856	Sep 30, 2026
48	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Sep 30, 2026	86,560	0.32%	+4,920	Sep 30, 2026
49	MARTINGALE ASSET MANAGEMENT L P 13F CIK 936944 · Registered investment adviser · Sep 30, 2026	85,755	0.32%	+4,877	Sep 30, 2026
50	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	82,550	0.30%	+36,367	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	50	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed

46 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 102212 CUSIP 915271100 13F (30d) 163 filings 140 filers Visit website Investor relations